9月10日，鹏鼎控股涨5%，截至发稿，报52.46元/股，成交12.65亿元，换手率1.07%，总市值1216.05亿 元。 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时代大厦A座27层，成立日期1999年4月29日，上市日期2018年9月18日，公司主营业务涉及主要从事各 类印制电路板的设计、研发、制造与销售业务。主营业务收入构成为：通讯用板62.70%，消费电子及 计算机用板31.60%，汽车/服务器用板4.92%，其他(补充)0.78%。 从鹏鼎控股十大流通股东角度 数据显示，易方达基金旗下1只基金位居鹏鼎控股十大流通股东。易方达沪深300ETF（510310）二季度 新进十大流通股东，持有股数884.02万股，占流通股的比例为0.38%。根据测算，今日浮盈赚取约 2210.06万元。 责任编辑：小浪快报 易方达沪深300ETF（510310）基金经理为余海燕、庞亚平。 截至发稿，余海燕累计任职时间14年279天，现任基金资产总规模3857.64亿元，任职期间最佳基金回报 165.51%， 任职期间最差基金回报-78.9%。 庞亚平累计任职时间6年 ...

人民财讯9月9日电，鹏鼎控股（002938）9月9日在互动平台表示，公司在消费电子用HDI领域积累了丰 富的经验，已具备量产3—8阶HDI产品的能力，尤其在高阶HDI产品及SLP产品方面拥有领先的技术实 力与量产能力。面对AI服务器市场对PCB产品升级所带来的市场机遇，公司一方面致力于以高端HDI产 品切入AI服务器市场，积极推进与知名厂商的产品认证；同时，公司也在扩大与云服务器厂商在AI ASIC相关产品的开发与合作，以增强公司产品在AI服务器市场的竞争力。 ...

格隆汇9月9日丨鹏鼎控股(002938.SZ)在互动平台表示，面对AI服务器市场对PCB产品升级所带来的市 场机遇，公司一方面致力于以高端HDI产品切入AI服务器市场，积极推进与知名厂商的产品认证；同 时，公司也在扩大与云服务器厂商在AI ASIC相关产品的开发与合作，以增强公司产品在AI服务器市场 的竞争力。目前公司已切入全球知名服务器客户供应链，但不方便告知具体客户信息。公司已构建覆盖 AI手机、AI PC、AI眼镜等AI端侧消费品的全场景产品矩阵，并已成为全球AI端侧产品供应链中不可或 缺的力量。同时，公司积极利用ONE AVARY产品平台，加快了在AI服务器、光模块、交换机、人形机 器人、新能源汽车等领域的全链条布局，全面推动AI产业的纵深发展。 ...

Core Viewpoint - The company has successfully shipped optical module products and is currently in the early development phase of its 3.2T products with customers [2] Group 1 - The company is focusing on the upgrade window for 800G/1.6T optical modules and has successfully entered the optical module sector with its SLP products [2] - The company has confirmed that its optical module products have already been shipped [2] - The 3.2T product is currently under preliminary development with customers [2]

Group 1 - The company has received certification for its vehicle-mounted radar board from Tesla, indicating a potential for future orders [2] - Currently, the first phase of vehicle-related products at the Thailand facility is undergoing the certification process [2]

Group 1 - The company has confirmed that the first phase of its Thailand facility is currently undergoing customer certification and sampling [2] - The company expects to begin small-scale production in the fourth quarter of this year [2]

Core Viewpoint - Pengding Holdings experienced a stock price decline of 2.04% on September 8, 2023, with a current price of 50.50 CNY per share and a total market capitalization of 117.06 billion CNY [1] Group 1: Financial Performance - For the first half of 2025, Pengding Holdings achieved a revenue of 16.375 billion CNY, representing a year-on-year growth of 24.75% [2] - The net profit attributable to shareholders for the same period was 1.233 billion CNY, reflecting a year-on-year increase of 57.22% [2] - Cumulative cash dividends since the A-share listing amount to 9.725 billion CNY, with 5.097 billion CNY distributed over the last three years [3] Group 2: Stock Market Activity - The stock has seen a year-to-date increase of 42.33%, but has declined by 13.66% over the last five trading days [1] - The stock has appeared on the "龙虎榜" (top trading list) four times this year, with the most recent occurrence on July 30 [1] - As of June 30, 2025, the number of shareholders increased by 30.88% to 61,500, while the average circulating shares per person decreased by 23.59% to 37,502 shares [2] Group 3: Shareholder Composition - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 47.8062 million shares, a decrease of 847,100 shares from the previous period [3] - The fifth-largest shareholder, Xingquan Business Model Mixed (LOF) A, holds 25.8694 million shares, down by 3.9212 million shares [3] - New shareholders include the E Fund CSI 300 ETF, which holds 8.8402 million shares [3]

Core Viewpoint - Pengding Holdings reported a consolidated revenue of RMB 321,679 million for August 2025, representing a decrease of 12.46% compared to the same period last year [2] Group 1: Company Overview - Pengding Holdings is a leading electronic manufacturing service provider focused on the research, production, and sales of various electronic products [2] - The company aims to provide high-quality electronic products and services through continuous technological innovation and market expansion [2] Group 2: Financial Disclosure - The indirect controlling shareholder, Zhendin Technology Holdings Co., Ltd., is a publicly listed company in Taiwan and is required to disclose monthly revenue data according to Taiwan Stock Exchange regulations [2] - To keep A-share investors informed about its operational status, Pengding Holdings also discloses its revenue data on designated information disclosure media in the Shenzhen Stock Exchange [2] Group 3: Future Outlook - During a recent institutional survey, the company indicated that the second half of the year is its peak operating season, and its production capacity is currently at full utilization [2] - The company encourages stakeholders to pay attention to its monthly revenue announcements and periodic reports for specific operational updates [2]

Industry Overview - The PCB market is experiencing a resurgence, with significant stock price increases for companies like Shenghong Technology and Fangzheng Technology, among others [1] - AI technology is driving the PCB industry towards high-density and precision development, leading to increased demand for core equipment upgrades [1] - The global electronics industry is undergoing a new wave of technological iteration, with AI servers significantly raising performance requirements for PCB products [1] Market Growth Projections - According to Prismark, the global PCB industry is expected to reach a total output value of $73.565 billion in 2024, representing a year-on-year growth of 5.8% [2] - By 2029, the global PCB output value is projected to reach $94.661 billion, with a compound annual growth rate of approximately 5.2% from 2024 to 2029 [2] Company Developments - Companies like Guangzhou Guanghe Technology and Chongda Technology are actively engaging with well-known clients in the AI server PCB sector [3] - Shengyi Technology plans to invest approximately 1.9 billion yuan in a smart manufacturing project for high-layer count circuit boards [3] - Pengding Holdings intends to invest 8 billion yuan in the Huai'an Industrial Park to expand production capacity for SLP, high-end HDI, and HLC products [3]

证券日报网讯9月5日晚间，鹏鼎控股（002938）发布公告称，公司2025年8月合并营业收入为人民币 321，679万元，较去年同期的合并营业收入有所增长。 ...